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Strategic Advocates’s Zions Bancorporation ZION Stock Holding History

Strategic Advocates’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,596
Closed -$93.7K – 636
2025
Q4 		$93.7K Buy
1,596
+1
+0.1% +$54 0.02% 162
2025
Q3 		$90.2K Buy
+1,595
New +$88.8K 0.02% 169
2024
Q4 		– Sell
-5,057
Closed -$239K – 128
2024
Q3 		$239K Sell
5,057
-92
-2% -$4.36K 0.09% 104
2024
Q2 		$223K Buy
5,149
+296
+6% +$12.5K 0.09% 108
2024
Q1 		$211K Sell
4,853
-283
-6% -$11.7K 0.08% 118
2023
Q4 		$225K Sell
5,136
-1,654
-24% -$59.7K 0.1% 133
2023
Q3 		$237K Buy
+6,790
New +$237K 0.11% 123

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Strategic Advocates's ZION Position: Q1 2026 in Review

Strategic Advocates sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 1,596 shares — an estimated $93.7K sold.

Strategic Advocates first reported a position in ZION in Q3 2023 and held it in 7 quarters. The position peaked at $239K in Q3 2024. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Strategic Advocates reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 1,596 Zions Bancorporation shares in Q1 2026, an estimated $93.7K.
  • Strategic Advocates first reported a position in Zions Bancorporation in Q3 2023 and held it in 7 quarters.
  • Strategic Advocates's Zions Bancorporation position peaked at $239K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.